Professional Financial Advice & Wealth Management

Intend Financial

Because life is bigger than finance

We help you get to the heart of the life you’d like to live and the legacy you’d like to create.

A Holistic Approach

Thoughtful, personal and empowering support

Relationships, not transactions

We take the time to understand your values, your vision, and what a good life looks like to you.

Tailored, considered advice

From cash flow and investments to insurance and estate planning, we look at the whole picture and tailor strategies that fit.

Guidance that grows with you

Life doesn’t stand still, so we evolve alongside you to support every stage of life.

Intend People

Who we support

Advice that reflects your goals and creates a pathway to achieving them.

Creating clarity and confidence for

Individuals

Smart decision making and protection for

Families & Couples

Achieving clarity, growth and balance for

Small Business Owners

Strategic insights, advice and planning for

Business Executives

Structure, sustainability and planning for

Philanthropic Trusts

Long-term, multi-generational guidance for

Family Office

Wherever you are

Four welcoming locations

Whether you visit us in Launceston, Mornington, Hawthorn East or the Gold Coast, you’ll find a relaxed, professional space where you’re supported every step of the way. Can’t make it in person? We’re here for you via video, wherever you are.

Our Services

‍

We offer comprehensive, personal financial advice across wealth creation, retirement planning, insurance, investment, estate planning and more, always tailored to your life and what matters most to you.

Investment management aligned with goals and risk profile.

Wealth Creation

Zac provides us with the exact investment policy that we require. We feel very confident and supported in his advice and approaches. His manner is friendly and professional.

Annette

‍East Launceston, Tasmania

Love working with John and Arabella. They're professional, knowledgeable and have a great sense of humour!

R. Lucas

I always feel better after a meeting with Yihsing. I come out having a good understanding of where my finances are at and with a clear idea of what I should be doing to achieve my goals.

C. Lim

Jesse has been our Financial Adviser for over 16 years. He has always been easy to deal with, and he is an outstanding communicator. He provides us with sound, sensible advice which is appropriate to our situation and also to our values.

Imelda

Wentworth Falls, NSW